See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,228 | $65,365-43.0% | $92,893-59.9% | $72,985-49.0% |
| Participation rate | 52.6% | 68.3%-15.7pp | 76.0%-23.4pp | 69.5%-16.9pp |
| Annual return | 24.93% | 42.10%-17.2pp | 109.41%-84.5pp | 81.00%-56.1pp |
| Employer contribution / active EE | $1,855 | $2,594-28.5% | $3,653-49.2% | $2,440-24.0% |
| Participant deferral / active EE | $2,894 | $3,128-7.5% | $4,236-31.7% | $3,607-19.8% |
| Admin fee / account holder | $62 | $4,251-98.5% | $5,794-98.9% | $5,124-98.8% |